To work along with Word 2016 for Mac Mail Merge you will need Word 2016 for Mac. Excel and Outlook 2016 for Mac are also recommended, but are not required. You should also be able to create, format, and save documents in Word 2016 for Mac.
- [Narrator] There are a few thing that you will need if you wish to work along with the demonstrations in this course. First, you will need some software. This is a Word 2016 for Mac course, so I'm assuming that you have Word 2016 for Mac. If you don't have Word 2016 for Mac and you have some other version of Word, look in the online training library and you will find a Mail Merge course for almost every version of Word that has been created in the last decade. We will also be working with data from other applications and while I will show you how to connect to a number of different data sources with Mail Merge, the two that I will focus on are also in Office 2016 for Mac, Excel and Outlook.
If you want to use data from Excel and Outlook you will need this software as well but it isn't required because you can do Mail Merge with data from a wide range of sources, including Text Files or Data Storing FileMaker Pro. However, if you want to do exactly what I'm doing you'll want to have Excel and Outlook. This is not a beginning Word course. I'm assuming that you come with some prior experience in Microsoft Word for Mac. That you know how to create format and save documents. And to work along with the demonstrations on Merging email messages, you'll want to know how to do some of that same work in Outlook, specifically how to create and send email messages.
The prerequisite list for this course isn't long but it is specific. Make sure you have the right software and the right experiences and you have everything that you need to be successful in this course.
Gini von Courter takes a deep dive into mail merge, showing how to efficiently create personalized letters, envelopes, labels, and even email messages. She explains how to connect to data sources in Excel, create new data sources, and add attachments to merged email messages. Plus, she covers how to troubleshoot mail merge issues, use rules like If…Then…Else for advanced mail merges, and more.
- Selecting recipients from Outlook and Apple contacts
- Selecting recipients from FileMaker Pro data
- Mail merging data from an Excel spreadsheet
- Filtering recipients
- Inserting merge fields
- Sending merged email
- Troubleshooting mail merged letters
- Creating personalized email messages
- Creating envelopes, labels, and directories
- Using rules for customized merges